Anic Equity¶
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Total return since start: 0.546 %¶
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Equity now: -----------------------------> 47236.75 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45841.84 Kr¶
PnL: ---------------------------------------> -1046.73 Kr¶
DD now: ---------------------------------> -2.865 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-19 13:04:29.550864'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.500000 | 3020.000000 | 93.000000 | 3.180000 | 2927.000000 |
| HEBA B | 70 | -3.360000 | 2716.000000 | 80.000000 | 3.030000 | 2636.000010 |
| Beijer Electronics Group | 26 | -3.140000 | 3047.200000 | 76.200000 | 2.560000 | 2971.000006 |
| Corem Property Group B | 59 | -3.050000 | 618.320000 | 41.320000 | 7.160000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -8.170000 | 389.000000 | 34.000000 | 9.580000 | 355.000000 |
| SAAB B | 8 | -0.050000 | 3400.000000 | 23.000000 | 0.680000 | 3377.000000 |
| OEM International B | 7 | -2.370000 | 548.100000 | 20.100000 | 3.810000 | 527.999997 |
| MedCap | 2 | -1.570000 | 439.000000 | 18.000000 | 4.280000 | 421.000000 |
| Norva24 Group | 16 | -2.520000 | 557.760000 | 14.760000 | 2.720000 | 543.000000 |
| Intrum | 4 | -2.420000 | 539.400000 | 12.400000 | 2.350000 | 527.000000 |
| AcadeMedia | 12 | -0.590000 | 565.680000 | 8.680000 | 1.560000 | 557.000004 |
| Coor Service Management Hold. | 8 | -2.180000 | 539.600000 | 7.600000 | 1.430000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 568.050000 | 6.050000 | 1.080000 | 562.000005 |
| Eastnine | 4 | -2.200000 | 496.800000 | 5.800000 | 1.180000 | 491.000000 |
| Securitas B | 6 | -0.400000 | 572.040000 | 2.040000 | 0.360000 | 570.000000 |
| Creaspac SPAC | 6 | -0.100000 | 578.400000 | 1.400000 | 0.240000 | 577.000002 |
| HMS Networks | 2 | -5.340000 | 673.200000 | 0.200000 | 0.030000 | 673.000000 |
| Swedbank A | 3 | -0.710000 | 563.100000 | -0.900000 | -0.160000 | 564.000000 |
| Resurs Holding | 22 | -1.140000 | 572.660000 | -1.340000 | -0.230000 | 573.999998 |
| Essity B | 2 | 0.350000 | 572.200000 | -1.800000 | -0.310000 | 574.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -5.140000 | 243.600000 | -2.400000 | -0.980000 | 246.000000 |
| Essity A | 4 | 0.000000 | 1144.000000 | -5.000000 | -0.440000 | 1149.000000 |
| Handelsbanken A | 5 | -0.050000 | 540.750000 | -5.250000 | -0.960000 | 546.000000 |
| Karnov Group | 9 | -0.340000 | 526.500000 | -9.500000 | -1.770000 | 536.000004 |
| Midsona B | 63 | -0.550000 | 571.410000 | -11.590000 | -1.990000 | 582.999984 |
| Boozt | 12 | -5.080000 | 1635.600000 | -18.400000 | -1.110000 | 1653.999996 |
| CTEK | 13 | -3.530000 | 514.800000 | -19.200000 | -3.600000 | 533.999999 |
| Nordea Bank Abp | 29 | -0.910000 | 3408.080000 | -45.920000 | -1.330000 | 3453.999992 |
| Vivesto | 1368 | -1.630000 | 560.610000 | -52.390000 | -8.550000 | 612.999432 |
| International Petroleum Corp. | 5 | -4.190000 | 537.000000 | -57.570000 | -9.680000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.660000 | 3762.500000 | -87.500000 | -2.270000 | 3850.000000 |
| Axfood | 13 | -0.390000 | 3614.000000 | -142.000000 | -3.780000 | 3756.000001 |
| OX2 | 18 | -4.600000 | 1457.100000 | -206.900000 | -12.430000 | 1663.999992 |
| Fasadgruppen Group | 35 | -0.410000 | 3433.500000 | -377.500000 | -9.910000 | 3810.999990 |
| Ovzon | 52 | -2.260000 | 2917.200000 | -444.800000 | -13.230000 | 3361.999992 |
| TOTAL | 45843.160000 | -1045.410000 | -2.86207% | 46888.564618 |
Updated:¶
'2023-01-19 13:03:51.740564'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
